CIA
MCO icon

Cape Investment Advisory’s Moody's MCO Stock Holding History

Cape Investment Advisory’s Portfolio MCO Stock Details MCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$906 Buy
+2
New +$898 ﹤0.01% 1347
2025
Q2 		– Sell
-3
Closed -$1.4K – 1221
2025
Q1 		$1.4K Buy
+3
New +$1.45K ﹤0.01% 931

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Cape Investment Advisory's MCO Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Moody's (MCO) in Q2 2026: 2 shares worth $906. The stake represents ﹤0.01% of the portfolio and ranks #1347 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in MCO as recently as Q1 2025.

Cape Investment Advisory first reported a position in MCO in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.4K in Q1 2025. 353 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Cape Investment Advisory held 2 shares of Moody's worth $906 as of Q2 2026.
  • Moody's was a new Cape Investment Advisory position in Q2 2026.
  • Moody's made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1347 holding.
  • Cape Investment Advisory first reported a position in Moody's in Q1 2025 and has held it in 2 quarters since.
  • Cape Investment Advisory's Moody's position peaked at $1.4K in Q1 2025.
  • 353 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.